Cutler Group’s Enbridge Energy Partners EEP Stock Holding History

Cutler Group’s Portfolio EEP Stock Details EEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-29,700	Closed	-$20K	–	5001
2018 Q3	$20K	Sell	29,700 -200	-0.7%	-$2.25K	﹤0.01%	2255
2018 Q2	$22K	Buy	+29,900	New	+$299K	﹤0.01%	2150
2017 Q3	–	Sell	-26,200	Closed	-$1K	–	7202
2017 Q2	$1K	Buy	+26,200	New	+$455K	﹤0.01%	6183
2017 Q1	–	Sell	-3,800	Closed	-$2K	–	7678
2016 Q4	$2K	Sell	3,800 -28,700	-88%	-$699K	﹤0.01%	5808
2016 Q3	$28K	Buy	32,500 +14,800	+84%	+$356K	﹤0.01%	3101
2016 Q2	$16K	Sell	17,700 -33,300	-65%	-$706K	﹤0.01%	3644
2016 Q1	$171K	Buy	+51,000	New	+$901K	0.01%	1134

Other funds holding EEP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Cutler Group's EEP Position: Q4 2018 in Review

Cutler Group sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 5,185 shares — an estimated $56K sold.

Cutler Group first reported a position in EEP in Q4 2015 and held it in 12 quarters. The position peaked at $314K in Q2 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Cutler Group reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Cutler Group sold 5,185 Enbridge Energy Partners shares in Q4 2018, an estimated $56K.
Cutler Group first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 12 quarters.
Cutler Group's Enbridge Energy Partners position peaked at $314K in Q2 2016.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Cutler Group's 13F filing for Q4 2018, filed 5 Feb 2019.